Q: Is there a way to provide credit to a customer for a return so you can give a discount on the items on a new purchase?
A: Invoices and Credit Memos are only created when you connect POS to QuickBooks Financial software (QBFS) and use the account payment type. So if you do connect the two, create your refund transaction. This will give the customer credit that can be used to discount another transaction by using the account payment type for the credit. Then the customer only needs to pay the difference.
Our upcoming POS seminar has Sold Out! We are looking forward to seeing some of our long standing customers as well as the new customers who will attend. If you missed this one, please contact us to RSVP for our next class and to receive all of the details. Contact Us by email at info@englishmgmt.com or by phone at 858-467-0400 (local) or 877-467-0451 (outside of San Diego).
When you decide to implement QuickBooks Point of Sale, there are a few vital elements. One is that you purchase the correct and necessary items for the program to properly work. The second is that the program is accurately installed, and thirdly, you and your staff are trained on how to use the application and resolve issues. Our QuickBooks Fundmentals: QuickBooks POS Done Right is a great opportunity to learn the essentials of QuickBooks. With Certified Intuit QuickBooks Financial and Point of Sale Pro-Advisors on staff, you can…
QuickBooks Pro for Windows: 2010
Q: How do I correct integrated invoices to have the "to be printed" checked on an invoice?QB POS charge accounts previously would integrate with financial. At the end of the day I could go into financial print forms and all the day's invoices would be there. Now I have to go to each invoice and check the to be printed button.
A: So, at some point you unchecked the "to be printed" box. This means that all of the invoices will be set not to print. To fix this, record an invoice with the checkbox checked and all new invoices will be set to print. You can't really do anything for the previous invoice.
Q: I reregister QB POSv10 every day. Each time that I shutdown POS v10 I have to clear the entitlements clients’ folder and reenter the validation codes to get it to work. Do you know of a solution to this? Support hasn't been able to help. This has worked for over 6 months. Also, now my other POS workstation will not work with the server workstation.
A: While I can't help you with the first part as none of my clients are having that problem, I can help with the second question. POS keeps the server information in a file called WSactivity.xml. Depending on your operating system, the file will be in different places. In Win 7, the location C:\ProgramData\Intuit\QuickBooks Point of Sale 10.0\Ini. Just delete this file and the workstations will try to reconnect rather than looking for the old file.
Q: In Quickbooks POS, I can't get my sales reports to show group items as they were sold. Instead, it shows me all of the separate units. Any idea as to why this is happening?
A: Group items are not really an item, but a grouping of other items. It is a way to put items on sales receipts in a group. For this reason, it will not list group items. If you want to track those sales and report on these, you would need to create an assembly. Once you build the assembly, it will remove the items and create an assembled item that can be tracked. It pulls the items from inventory and tracks them as an item.
Q: Can you print a picking slip before the sale is paid for?
A: In the Pro version you have the ability to do sales orders. Sales Orders allow you to print without taking payment and can create a custom template that says Picking.
If I want to set up orders and take a deposit, what is the best way to do this?
How does this look exported into QB?
Does it create an invoice?
How can I create an invoice in QB from POS?
So this is really several questions in one.
Regarding Orders and Deposits: with QuickBooks POS Pro, you have the ability to use Sales Orders. With a Sales Order, you can list the items the customer is ordering and take a deposit. To create a Sales Order, click on the Point of Sale Menu and chose New Sales Order. Since this is a Sales Order, you are required to enter a customer name. Then just scan or list the items the customer is buying. To take a deposit, click on the “I want to” menu and “Take deposit/Payment.” Then you can accept payment and process as usual. The Sales Order will not transfer into QuickBooks, but the deposit will be posted properly. To complete the sale, you go back to the Sales Order and Sell Item.
To create an Invoice in…
Q: When I try to sync t-hub with QuickBooks it says "please configure QuickBooks Point of Sale company file setting before synchronizing." How do I do this?
A: We have had experience with this, but perhaps you purchased T-Hub with the support package. If so, you should submit a support ticket.
If you are a current user of QuickBooks Point of Sale (POS) Version 9 or Version 10, once you install the most current maintenance release you will need to reset the connection to QuickBooks Financial (QBF). Open QBF, open POS, go to Preferences, choose Financial reconnect file to reset the connection. On occasion, you may need to remove the application entirely. If so, please call us for a 10 minute complimentary fix.
QuickBooks POS is well positioned for retail customers that are either in the process of opening a store and have yet to make a decision on how to manage the store or have been in business for a while and their current solution is no longer meeting their needs and/or causing them too much pain. QuickBooks POS provides robust tools to help retailers view their business at a glance and perform everyday tasks more efficiently.
Are you using a cash register and a credit card swipe in which you manually enter the customers information?
Is your inventory management system providing accurate reporting so you don't over order or under order?
Are you able to run reports at any time of the day to see your business at a glance?
QuickBooks POS features include:
•Real-time inventory tracking to identify what's in stock, what's hot, and what needs to be reordered.
•Reporting tools to track customer interests and provide better,…
